-11.4%
RKT vs VTV
+80.6%
-92.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -1.3% |
| 7D | -6.3% | -1.1% | -5.2% | -4.5% |
| 30D | -6.2% | -1.0% | -5.2% | -4.4% |
| 3M | -1.9% | +4.6% | -6.5% | -8.9% |
| 6M | -13.0% | +13.5% | -26.5% | -28.5% |
| YTD | -31.9% | +18.5% | -50.4% | -47.6% |
| 1Y | -37.6% | +22.9% | -60.5% | -54.4% |
| 3Y | +36.8% | +67.8% | -31.0% | -40.3% |
| All | -11.4% | +80.6% | -92.1% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling